Deirdre Babcock is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their individual goals and priorities. Her approach emphasizes flexibility to adapt to changing market conditions, supported by investment insights from Merrill and banking solutions from Bank of America. Deirdre’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, as well as wealth management for women. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Deirdre earned her bachelor's degree from Hofstra University. Outside of her professional role, Deirdre enjoys boating, golfing, ice hockey, and spending time with her family. She and her wife live in Manhasset with their young children and are active in the local community.

William Toomey is a financial advisor with Cambridge Investment Research Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Fred Alger & Company, ClearBridge Investments, BV Securities, and Legg Mason Investor Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides both proprietary and unaffiliated model strategies and supports multiple custody and platform arrangements with discretionary and non-discretionary options tailored to client objectives.

Damon Heitland is a financial advisor with Merrill in Fort Worth, TX, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Merrill and its affiliate Bank of America since 2011. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Judy Benyshek is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones for nine years before joining Raymond James in 2023. Benyshek also operates Judy Benyshek LLC, a support company used for business operations and tax reporting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and employer-sponsored retirement plans.

Myranda Crawford is a financial advisor at Edward Jones with one year of industry experience. She previously worked for ten years at Mason Joseph LLC. Outside of her advisory role, she owns Crawford Creek Quails, an agricultural business that raises and sells bobwhite quail to ranches and hunting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Jonathan Black is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the downtown Fort Worth, Texas office. He began his career in the investment industry in 2005 and has been with Merrill Lynch since 2007. Jonathan's approach involves connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals, focusing on wealth management planning and financial strategies. He holds a Bachelor of Science degree in Communication Studies from Texas Christian University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jonathan's areas of expertise cover a range of services such as college education planning, divorce transition planning, family wealth management, legacy planning, philanthropic planning, socially responsible investing, and services for endowments and non-profits. Beyond his professional responsibilities, Jonathan and his wife are active members of the Fort Worth community. He has served on the Board of Governors for the Fort Worth Club and on the Board of the Fort Worth Chamber of Commerce. They dedicate time to various charitable organizations including the Ronald McDonald House of Fort Worth and are members of Doxology Church in Fort Worth, Texas.

Jared Escamilla is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Fidelity Investments, Fisher Investments, and Morgan Stanley, as well as involvement in small business ventures like Save A Shield Inc and BowKay Designs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework.

Bernard Havey is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for eight years and at CVSHealth for eleven years. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized team and proprietary tools to deliver customized recommendations within a defined investment framework.

Alexandria Hughes is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of advising, she has activities as a property owner. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives and third-party managers.

Cody Hambrick is a financial advisor at Edward Jones in Fort Worth, TX, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Meagan Laux is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding a Series 66 designation and 6 years of industry experience. She has been with RBC Capital Markets since 2015 and has concurrently worked as an independent consultant for Mary Kay, focusing on cosmetic sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated portfolio management solutions.

Adrian Immel is a Financial Consultant at Fidelity Investments, where he helps individuals and families develop personalized financial planning strategies aimed at supporting their long-term goals. He focuses on wealth building, retirement planning, and managing investment risk through a disciplined, planning-first approach. Adrian has held several roles at Fidelity Investments, including Planning Consultant since 2025, Investment Consultant from 2023 to 2025, and Financial Representative from 2022 to 2023. He offers appointment availability beyond traditional business hours to accommodate client needs.

Benjamin Chiang is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial in Fort Worth, TX, where he has worked since 2020. His prior experience includes roles at American Airlines Credit Union, Cetera, Fidelity, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with diverse non-advisory financial services.

Cole Stephenson is a Planning Consultant specializing in investment consulting. He partners with clients to understand their financial goals as well as their values and aspirations, aiming to create financial plans that support long-term success. He has been with Fidelity Investments since 2023, starting as a Financial Representative before advancing to his current role as an Investment Consultant in 2025. His professional experience centers on client-focused financial planning and investment strategies. Outside of his professional work, Cole engages in interests including cars, football, golf, lake activities, outdoor adventures, and spending time with pets.

Stephen Wheeler is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Wheeler is involved in connecting buyers and sellers of collectible antique cars and serves on the endowment committee of First Baptist Colleyville’s Crosscreek Network. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process integrates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Sanders is a financial advisor with Edward Jones in Colleyville, TX, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he serves as president of a local condominium association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Hopkins Knight is a Financial Advisor with Merrill Lynch Wealth Management based in the Dallas-Fort Worth Metroplex. He began his financial career in 2019 working as a personal banker at BBVA before joining Merrill Lynch as an advisor in 2022. Originally from Colorado, he relocated to North Fort Worth in 2021 with his wife. Robert specializes in providing tailored financial planning and wealth management strategies to established business owners, entrepreneurs, and first-generation immigrant families. His areas of expertise include family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income planning. He focuses on helping clients achieve their short-, mid-, and long-term financial goals through relationship-focused service, leveraging access to Bank of America specialists for banking, credit, home financing, and small business solutions. Robert holds a bachelor's degree from the University of Colorado system and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is fluent in English and Japanese. Outside of work, he enjoys reading, traveling, hiking, photography, dancing, pickleball, watching movies, writing, and spending time with his family. He is also active in his local communities through volunteering and participation in international cultural events.

Joseph Monty is a CFA® charterholder with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. He serves on the Board of Directors for First Tee – Fort Worth, a nonprofit organization, and participates in its Development and Finance Committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Jonathan Diamantopoulos is a financial advisor at Mass Mutual Investors Services with Series 66 credentials. He has a diverse background including roles at Maroon Bells Partners and ExxonMobil. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also features specialized services such as divorce planning and estate settlement.